...
Only some jobs can be undone, and even then, the undo isn’t always perfect. We’ll come back to this in the troubleshooting section.
Create the Set (not applicable to Import Profile jobs)
Once you understand the job you want to run, decide how to assemble the set you’re going to run it on. Most of the manual jobs in use at Harvard require a set of records to act on, so you need to create the set before you can run the job. All of the pre-work that’s a good idea for creating a set – determining the content type, the conditions for including records in a set, the search criteria and terms, etc. – is even more important if you’re going to run a job on it. Read more on creating and using sets.
...
It's important to be able to find your set quickly in the list. Use your initials at the beginning or end - as many as you need if you have common letters - and create a detailed, specific set name. If you're working on a project over time with multiple sets, use the same set name and dates or sequential numbers (, such as:
- KCY Gutman Transfer to HD
...
- 20190920
- KB HUA Call Numbers HX
...
- part 1
Test in Sandbox
When you feel you have the right parameters and the right set criteria, make sure to test your job in the Sandbox before running it in Production. This step is crucial because we are still discovering the less-obvious ways that Alma works. The time spent testing is also much shorter than the amount of time it will take to fix any errors or restore withdrawn item records later.
...